Morgan Stanley’s Ideal Power IPWR Stock Holding History

Morgan Stanley’s Portfolio IPWR Stock Details IPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$313K	Buy	58,396 +37,336	+177%	+$190K	﹤0.01%	5761
2026 Q1	$59.6K	Buy	21,060 +21,000	+35,000%	+$74.4K	﹤0.01%	6354
2025 Q4	$185	Hold	60	–	–	﹤0.01%	7638
2025 Q3	$301	Buy	60 +10	+20%	+$52	﹤0.01%	7556
2025 Q2	$227	Hold	50	–	–	﹤0.01%	7555
2025 Q1	$260	Hold	50	–	–	﹤0.01%	7444
2024 Q4	$378	Hold	50	–	–	﹤0.01%	7369
2024 Q3	$410	Hold	50	–	–	﹤0.01%	7320
2024 Q2	$353	Hold	50	–	–	﹤0.01%	7260
2024 Q1	$445	Sell	50 -50	-50%	-$451	﹤0.01%	7248
2023 Q4	$778	Buy	100 +50	+100%	+$426	﹤0.01%	7237
2023 Q3	$485	Hold	50	–	–	﹤0.01%	7311
2023 Q2	$590	Hold	50	–	–	﹤0.01%	7363
2023 Q1	$523	Hold	50	–	–	﹤0.01%	7428
2022 Q4	$535	Hold	50	–	–	﹤0.01%	7550
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	7569
2022 Q2	$1K	Sell	50 -1	-2%	-$10	﹤0.01%	7686
2022 Q1	$0	Sell	51 -6,548	-99%	-$58.4K	﹤0.01%	8036
2021 Q4	$80K	Buy	6,599 +6,549	+13,098%	+$87.6K	﹤0.01%	6567
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	7780
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	7615
2021 Q1	$1K	Hold	50	–	–	﹤0.01%	7351
2020 Q4	$0	Hold	50	–	–	﹤0.01%	7065
2020 Q3	$0	Sell	50 -400	-89%	-$2.68K	﹤0.01%	6780
2020 Q2	$3K	Buy	450 +400	+800%	+$1.16K	﹤0.01%	6393
2020 Q1	$0	Sell	50 -325	-87%	-$751	﹤0.01%	6627
2019 Q4	$1K	Buy	375 +175	+88%	+$447	﹤0.01%	6568
2019 Q3	$1K	Hold	200	–	–	﹤0.01%	6551
2019 Q2	$1K	Hold	200	–	–	﹤0.01%	6545
2019 Q1	$1K	Hold	200	–	–	﹤0.01%	6518
2018 Q4	$0	Hold	200	–	–	﹤0.01%	6653
2018 Q3	$1K	Hold	200	–	–	﹤0.01%	6628
2018 Q2	$2K	Hold	200	–	–	﹤0.01%	6544
2018 Q1	$2K	Hold	200	–	–	﹤0.01%	6498
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	6400
2017 Q3	$5K	Sell	200 -6	-3%	-$149	﹤0.01%	6291
2017 Q2	$4K	Buy	206 +6	+3%	+$145	﹤0.01%	6381
2017 Q1	$7K	Hold	200	–	–	﹤0.01%	6293
2016 Q4	$7K	Sell	200 -67	-25%	-$2.96K	﹤0.01%	6228
2016 Q3	$14K	Hold	267	–	–	﹤0.01%	6029
2016 Q2	$13K	Hold	267	–	–	﹤0.01%	5985
2016 Q1	$12K	Hold	267	–	–	﹤0.01%	6080
2015 Q4	$21K	Sell	267 -341	-56%	-$26.9K	﹤0.01%	6016
2015 Q3	$41K	Buy	608 +27	+5%	+$2.06K	﹤0.01%	5812
2015 Q2	$48K	Buy	581 +513	+754%	+$46.8K	﹤0.01%	5863
2015 Q1	$6K	Buy	68 +1	+1%	+$78	﹤0.01%	6309
2014 Q4	$5K	Hold	67	–	–	﹤0.01%	6332
2014 Q3	$5K	Buy	+67	New	+$5.32K	﹤0.01%	6322

Other funds holding IPWR

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley's IPWR Position: Q2 2026 in Review

Morgan Stanley increased its Ideal Power (IPWR) stake by 177% in Q2 2026, buying an estimated $190K and bringing the position to 58,396 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #5761.

Morgan Stanley first reported a position in IPWR in Q3 2014 and has held it in 48 quarters since. 43 funds tracked by Wall St. Rank hold IPWR as of Q2 2026.

Morgan Stanley held 58,396 shares of Ideal Power worth $313K as of Q2 2026.
Morgan Stanley bought 37,336 Ideal Power shares in Q2 2026, an estimated $190K.
Ideal Power made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5761 holding.
Morgan Stanley first reported a position in Ideal Power in Q3 2014 and has held it in 48 quarters since.
43 funds tracked by Wall St. Rank held Ideal Power as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.